IMO OMG WTF SVB, This week we discuss the banking crisis which is unraveling and what is next to come. While the waters look calm and ready for people to wade back in... under the surface, it is not so safe. We discuss some of these problems and we will have even more revelations next week. This is a slow motion train wreck and I would not be standing on the tracks. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook...
Mar 22, 2023•57 min•Ep. 487
Investing in oil and gas holds more benefits than you might think. Not only can you profit from a successful well, but you also get the tax benefits. There are reasons so many people are drilling for oil. We discuss those reasons on the show as well as where the oil and gas sector is going in the next decade. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners Follow on Facebook: https://www.facebook.c...
Mar 17, 2023•1 hr 1 min•Ep. 486
SVB goes into receivership... So does Signature Bank... Are others next to follow? It was a crazy weekend with the 2nd largest bank failure, after Washington Mutual. Investors and depositors were skittish today. I can't blame them. We talk about what you can do to protect yourself and where the opportunities are in this mini (at the moment) crisis. Also why I'm mad at what is going on in the banks and more people don't even know it is happening. Join us this week on a Banktacular special. For mo...
Mar 15, 2023•1 hr 1 min•Ep. 485
This week we interview Lynette Zhang about investing in precious metals, the great reset, globalization of the 1980s, currencies, and more. If you are worried about the future of the global economy, then join us for a conversation about important topics that could help you navigate the next 10 -20 years. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-precious-metals-lynette-zang Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barb...
Mar 10, 2023•1 hr 12 min•Ep. 484
This week we discuss the history of soft landings. What do you think the odds are of this happening? In other news... Mortgage rates are back to 7%. I guess the mortgage market is listening to our show. Come on in out of the cold and warm your feet by the fire. And by fire I mean the housing market which is on fire in the opposite direction. Here is a bit of wisdom for you... The high-yield bond market is a leading indicator of the stock market; The stock market is a leading indicator of the eco...
Mar 08, 2023•57 min•Ep. 483
Finally... A social media platform geared towards investing. The millennials and Genz will be thrilled. But will Gen X the boomers follow? This is an interesting way to invest where you can follow other investors and track their returns. We dive in to find out why this approach works and how other investors can learn from others. For more information, visit the show notes at https://moneytreepodcast.com/the-social-investing-network-interview-with-david-mcdonough Today's Panelists: Kirk Chisholm ...
Mar 03, 2023•1 hr 16 min•Ep. 482
This week we are back with another deflationary episode of Money Tree Investing. Well almost, as deflation has taken a pause as the PCE went up more than expected. 0.6% vs 0.4% We spend a lot of time discussing the housing market and aspects that you may not be thinking about. Do you own rental property, or AirBNB, or any real estate... You need to hear this. You may even need to hear this 5-6 times. But make sure you understand what we are saying. If you don't this year may be quite painful for...
Mar 01, 2023•1 hr•Ep. 481
Are you worth 500 million or more? Yup, me too... in Venezuelan Bolivars. However, if you are worth more than 500 million in US dollars, you might want to consider setting up and running a family office to take care of you vast wealth so you can go about enjoying life. Managing and running a family office is no picnic. It is a tremendous responsibility. So this week we interview Ron Diamond about the dynamics of running a family office. You can get a sneak peak into how the other half lives. Tod...
Feb 24, 2023•54 min•Ep. 480
We are at it again this week on Money Tree Investing Podcast. Deflation.. Deflation ... and more Deflation... oh and some inflation. This week things got a bit spicy. We had a ton of listener questions on LinkedIn live. We discuss those and a number of other spicy topics, like the problems w energy, inflation and more. This was a fun episode, you won't want to miss it. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Kelly Coughlin | Everyday CPA Follow ...
Feb 22, 2023•57 min•Ep. 479
This week we interview Gerry Frigon about investing in growth companies. We discuss: Why there is a shrinking number of companies to choose from in the stock market Why ESG fails The increase in volatility US vs international investing Narrative vs perspective Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners Follow on Facebook: https://www.facebook.com/moneytre...
Feb 17, 2023•1 hr 11 min•Ep. 478
Deflation Ahead! No... We are not nuts. Most people are yelling and screaming about inflation. So why are we yelling about deflation? Here's the scoop. We have received our share of hate mail over the past few weeks since we came out with the claim that we may experience deflation by year end. Most of the messages were angry that we changed our mind. Yet, not one person has refuted our claim with any solid argument. Its important to understand this point. Inflation and deflation can exist at the...
Feb 15, 2023•59 min•Ep. 477
Should you invest in private company stock? Should you invest internationally? Why not both? This week I interview Josh Ziegelbaum who runs a coffee company in Columbia. I know what you are thinking, coffee coming out of Columbia. Times have changed and this black gold is in high demand. Join us as we discuss why this is such an opportunity and how he thinks about investing internationally. Today's Panelists:Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance...
Feb 10, 2023•1 hr 12 min•Ep. 476
Beware of Deflation! What?!? I thought you were warning us about inflation. Things are changing quickly. There is new information you need to know about the economy. If you want to stay ahead of the curve, you need to hear this episode. I do an analysis of why I think deflation is a real risk and what you need to know. Deflation or bust. The composition of the CPI in the US: Housing: 42.1% Transportation: 17.4% Food and beverages: 15.1% Medical care: 7.3% Recreation: 6.1% Other goods and service...
Feb 08, 2023•49 min•Ep. 475
Buying Small Businesses for Cash Flow can be a great strategy for investors, if you know what you are doing. One of the challenges is how to valuate a company. Zach takes us through the process of valuating a company for investment. Join us this week for more great investment insight and wisdom. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Follow on Facebook: https://www.facebook.com/moneytreepo...
Feb 03, 2023•52 min•Ep. 474
This is one of the best inflation episodes ever. We discuss tons of mental models about how to think about investing. We also discuss the meltdown right before our eyes, which no one seems to be noticing. And once again real estate. Lastly, we share some advice for one of the best sage investors that even Warren Buffett cannot avoid reading. For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-soft-landing-473 Today's Panelists: Kirk Chisholm | Innovativ...
Feb 01, 2023•55 min•Ep. 473
his week I have a conversation with Bobbi Rebel about Generation X, Financial Wellness and being a financial grownup. This was a great interview and we discuss a number of areas that don't get enough attention... most specifically about being a financial grownup with generational money. Join us to relive your past and understand your peers. For more information, visit the show notes at https://moneytreepodcast.com/financial-wellness-and-generation-x-interview-with-bobbi-rebell Today's Panelists:...
Jan 27, 2023•1 hr 2 min•Ep. 472
Amazing Inflation Update: 6.5% ... zzzz This inflation number is not a surprise to anyone. We all saw it coming. Inflation drops again and we should expect this to continue for a while. Here are some surprises you may not have heard before... For more information, visit the show notes at https://moneytreepodcast.com/inflation-drops-again-471 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Fol...
Jan 25, 2023•55 min•Ep. 471
This week we interview Professor Jeff Bierman. We discuss why 2022 was a year or reprogramming and why 2023 will be the year of recalibration. There are large changes afoot and we discuss most of them on this show. Fed fueled fantasy, rotations, locking in yield, active vs passive, valuations, and more. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners Follow on...
Jan 20, 2023•1 hr 11 min•Ep. 470
ChatGpt and Ai is transforming the economy and it is only 2 months old and still in beta testing phase. Wow. However what this means for professionals in certain industries is going to shock a lot of people. ChatGPT, DALL-E, Point-E, CODEX, and more are already live and working to make jobs easier ... until they take the job entirely. There are a lot of implications for this new technology.. good and bad. Join us this week as we discover how this applies to you and your investments. For more inf...
Jan 18, 2023•53 min•Ep. 469
2022 was a mess, or like a friend of mine says, it looked like a medieval battlefield at dusk. Year End Performance 2022 was bad across the board. There were very few places to hide. If you did well last year, and you are not agile, you might feel the pain similar to what others felt last year. We discuss the year end review of the markets, how to think about last year and how to think about 2023. For more information, visit the show notes at https://moneytreepodcast.com/year-end-performance-202...
Jan 13, 2023•35 min•Ep. 468
Wow! 2022 was a slow motion trainwreck hitting a dumpster fire. Aren't you glad its over? I am. However, before we pretend that year didn't happen, lets do one final review. This week we do a final review of the 2022 Market Wrap Up. We discuss what worked, what didn't, and what you should be thinking about for next year 2023. Join us to start the year 2023 on the right track. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://ww...
Jan 11, 2023•56 min•Ep. 467
I love talking with Andrew Stotz about his worst investment ever. Most of us spend too much time on our winners and not enough time on our losers. Andrew has dedicated a whole podcast to this idea of learning from our failures. We discuss his 6 common mistakes, World War 2.5, the impact of the Fed policy on the rest of the world, global strategery, and more. For more information, visit the show notes at https://moneytreepodcast.com/my-worst-investment-ever-andrew-stotz Today's Panelists: Kirk Ch...
Jan 06, 2023•1 hr 7 min•Ep. 466
Happy New Year of Inflation. I'm so happy 2022 is over. Aren't you? In case you were living in the middle of the wilderness with no access to the internet, it could be described as a train wreck, hitting a dumpster fire, in the middle of a sh1tstorm. Does that sum it up? However you choose to describe it, you could call it the year of inflation. 2023 will be another 365 chances to change your life... Lets make it for the better. Join us as we start the year with some good old fashioned year end ...
Jan 04, 2023•1 hr•Ep. 465
This week we interview Annie Duke. She accidentally got into Poker and won a World Series Of Poker Championship before retiring in 2012. She is the author of Thinking in Bets (one of my favorites), How To Decide, and Quit (her most recent book). This is one of the best interviews with her I have heard. Great revelations for anyone who is an investor or student of life. We discuss luck vs skill, life is like poker not chess, resulting (outcome bias)how to know when to stick or quit, sunk costs, k...
Dec 30, 2022•1 hr 7 min•Ep. 464
All I want for Christmas is Inflation...Merry Christmas Inflation to all... Happy Hannukah, Happy Festivus, and Happy New Year. Now that you all have had enough holiday cheer, we will update you on inflation, the markets and a lesson on how to look at charts and "news". We have had quite a year. High inflation. Low stock prices and lower bond prices. The housing market still looks terrible. But there are some bright spots... There just aren't many of them. For more information, visit the show no...
Dec 28, 2022•58 min•Ep. 463
This week we interview Simon Ree, Founder of Tao of Trading. We discuss successful trading strategies, options trading, inflation, the Federal Reserve, risk management, bull markets vs bear markets, and much more. This is a great interview into the mind of a successful Wall Street trader. Join us for your favorite investing and personal finance podcast of the week. For more information, visit the show notes at https://moneytreepodcast.com/tao-of-trading-simon-ree Today's Panelists: Kirk Chisholm...
Dec 23, 2022•51 min•Ep. 462
Don't Fight The Fed... How many times have we heard that phrase. Yet people never seem to listen. This week Powell said get out of my way. I'm fighting inflation like Volker. Inflation (via CPI) is still high at 7.1% but lower than last month and lower than expected. But still a far cry from the 4.25-4.5% Fed funds rate. The market got the message on Thursday and Friday. Looks like the Santa Clause rally is turning into a lump of coal. Join us for some eggnog and cookies as we celebrate this epi...
Dec 21, 2022•52 min•Ep. 461
People hate the energy industry. Yet the biggest trend right now is in the energy. Energy Intelligence shows us that there are big forces at work that will cause a historic log jam which will raise energy prices for everyone. However there are solutions to this and ways you can profit from this disconnect in the economy. We discuss all of this on our show this week. Join us for another great podcast episode. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedbe...
Dec 16, 2022•1 hr 11 min•Ep. 460
Understanding market cycles is one of the easiest way to make money in the market. Short term cycles and long term cycles both provide you with an enormous amount of value in determining the direction of your investments. This week we discuss how market cycles work and how you can use them to make money. We also discuss a few examples and how emotion plays into these cycles. Join us for another great podcast episode this week on Money Tree Investing Podcast. For more information, visit the show ...
Dec 14, 2022•54 min•Ep. 459
One of the biggest problems I hear from real estate investors is how do I find the best property manager... more accurately, "how do I find any property manager that is worth the money I pay them?" I hear this all the time. It is so hard to find high quality property managers, so this week I invited Janet Fields on the show to discuss the role of property manager and what you should look out for when you are screening one. Join us this week as we dive into the world of managing properties for in...
Dec 09, 2022•38 min•Ep. 458
